This article applies to:

Copying emails and attachments to Legal Tracker

You can copy emails and attachments to Legal Tracker without leaving Outlook using the Tracker for Outlook add-in.

note

Due to a security constraint, the original document date and author aren't sent to Legal Tracker.

In Outlook, select the email you want to copy or that has the attachment you want to send to Legal Tracker.

Select Home
in your Outlook ribbon, and then Legal Tracker
. You may need to sign in.

From the Legal Tracker add-in, and select Copy to Tracker
. The selected email name and any attachments are listed in the add-in pane.

Review the default document settings and make changes as needed.

Next go to Select Matter
.

Select the location, and then Save to Tracker
.

note

You can copy 1 email to Legal Tracker at a time.

Emails with other emails attached can't be copied, because the attached emails can't be evaluated or scanned for viruses.

You can copy up to 20 files at a time. The combined size of the files must be < 50 MB.

Files get scanned for viruses and aren't copied if a virus is detected.

These file types can't be copied: .js, .exe, .bat, .dll, .cmd, .msi, .ps1, and .pst.

The red circle with a line through it icon

indicates disallowed files.

Files from your computer may take longer to copy than emails.